We are live on ! Find out more
WFC icon

Wells Fargo

1,907 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 678 increasing their positions, 818 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 114

1% more capital invested

Capital invested by funds: $154B → $156B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.89% less ownership

Funds ownership: 71.32%70.43% (-0.89%)

6% less call options, than puts

Call options by funds: $4.51B | Put options by funds: $4.8B

1% less funds holding

Funds holding: 1,9301,907 (-23)

17% less repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 818

Holders
1,907
Holders Change
-23
Holders Change %
-1.19%
% of All Funds
33.38%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.68%
New
116
Increased
678
Reduced
818
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1301
Waldron Private Wealth
Pennsylvania
$493K -$914K -19,740 -65%
OWIM
1302
Old West Investment Management
California
$492K
GVAG
1303
Great Valley Advisor Group
Delaware
$490K -$17.7K -382 -3%
NAS
1304
Nicolet Advisory Services
Wisconsin
$490K -$11.8K -256 -2%
GTAM
1305
Global Trust Asset Management
Florida
$490K +$5.46K +118 +1%
KFGK
1306
Keystone Financial Group (Kentucky)
Kentucky
$490K +$8.19K +177 +2%
JCM
1307
Jacobi Capital Management
Pennsylvania
$488K -$276K -5,961 -36%
SIM
1308
SSI Investment Management
California
$488K +$2.04K +44 +0.4%
PCP
1309
Proficio Capital Partners
Massachusetts
$486K +$64.8K +1,400 +15%
PPG
1310
Peak Planning Group
Colorado
$486K +$485K +10,469 New
CBA
1311
Coastal Bridge Advisors
Connecticut
$485K
PCM
1312
Penserra Capital Management
California
$484K -$6.62K -143 -1%
WA
1313
WESPAC Advisors
California
$484K +$257K +5,548 +114%
AWAP
1314
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$481K -$31.2K -675 -6%
WSTAM
1315
Wilbanks Smith & Thomas Asset Management
Virginia
$480K +$4.95K +107 +1%
AIM
1316
Anchor Investment Management
South Carolina
$479K +$21.7K +469 +5%
9WM
1317
9258 Wealth Management
Ohio
$478K +$15.2K +328 +3%
HWA
1318
HCR Wealth Advisors
California
$477K
SC
1319
Steph & Co
Wisconsin
$476K
ZIM
1320
Zacks Investment Management
Illinois
$475K -$363K -7,843 -43%
PAIM
1321
Punch & Associates Investment Management
Minnesota
$472K
HR
1322
Howe & Rusling
New York
$472K +$287K +6,198 +156%
AMG
1323
Advisors Management Group
Wisconsin
$471K -$7.67M -165,759 -94%
COF
1324
Capital One Financial
Virginia
$470K +$17.1K +369 +4%
LCAM
1325
London & Capital Asset Management
United Kingdom
$469K -$44K -950 -9%

WFC Hedge Fund Activity: Q3 2021 in Review

1,907 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2021, worth a combined $156B — up 0.8% from $154B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WFC positions and 114 closed out — a net gain of 2 holders — while 678 added to existing stakes and 818 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.04B. The largest seller was Susquehanna International Group, cutting an estimated $827M.

  • 1,907 institutional investors held Wells Fargo (WFC) as of Q3 2021, down from 1,930 in Q2 2021.
  • Funds reported $156B of Wells Fargo stock for Q3 2021, up 0.8% quarter-over-quarter.
  • 116 funds opened new Wells Fargo positions in Q3 2021 and 114 closed out, a net change of +2 holders.
  • The largest Wells Fargo buyer in Q3 2021 was Capital World Investors, an estimated $1.04B added.
  • The largest Wells Fargo seller in Q3 2021 was Susquehanna International Group, an estimated $827M sold.

Based on aggregated 13F filings for Q3 2021.